Private Client Risk & Resilience
Join Kurt Thoennessen, CAPI to learn about the risks that successful individuals and families face today. He will discuss risk management strategies to prevent losses and ideas to help you be more resilient to losses when they occur. He will explore everything from the risks to property, such as homes, art and yachts, to how to become more resilient in the face of loss by having the right insurance coverage in place. Episodes will feature expert knowledge from subject matter experts and/or insights from Kurt's personal experience as a risk manager for successful individuals and families.
Episodes
37 episodes
Technology Conversation from The BIG I Connect CT 125th Anniversary Conference with - Casey Nelson, Director of Consulting Services, Catalyit, LLC
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Season 1
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Episode 38
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8:22
Exotic Car Conversation from The BIG I Connect CT 125th Anniversary Conference with- Kieran Buttrick, CT Territory Manager with Hagerty
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Season 1
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Episode 37
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10:28
Risk Conversations from The Private Risk Management Association Summit 2024 - Martin Hayek of Namara Water Technologies Inc.
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Season 1
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Episode 36
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10:08
Risk Conversations: The Private Risk Management Association Summit 2024 - with Jack McCall of Lindsey FireSense
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Season 1
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Episode 35
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20:13
Risk Conversations: The Private Risk Management Association Summit 2024 with David Shapiro of David Shapiro Fine Art Appraisers
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Season 1
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Episode 34
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17:20
Solving the 98% Cyber Problem for HNW Individuals and Families with HardTarget
According to some sources, social engineering is used in 98% of cyber attacks, while others say it's involved in 70–90% of successful attacks. Social engineering is a critical part of an attack that uses manipulation or tricks to coerce victims...
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Episode 33
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42:47
Fine Art and Collectibles Insurance Insights and Risk Management Strategies with Ron Fiamma, President of Treadwell
In this episode of the Private Client Risk & Resilience podcast, host Kurt Thoennessen, a high net worth insurance specialist and CEO of RiskRevu, is joined by Ron Fiamma, President of Treadwell Fine Art, an insurance carrier specializing i...
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Season 1
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Episode 32
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46:53
Insights on Art Advisory and Art Valuation with David Shapiro of David Shapiro Fine Art
Kurt Thoennessen, CAPI and David Shapiro of David Shapiro Fine Art discussed the intricacies of art valuations and investments, emphasizing the importance of accurate appraisals and navigating the complex art market. Thoennessen highlighted the...
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Season 1
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Episode 31
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28:03
Hard Market Insights and The Mission of the CIPC with Richard Kerr, CEO of Novatae and CIPC Founder
In this episode, Kurt Thoennessen, CAPI, Founder and CEO of RiskRevu, discusses with Richard Kerr, CEO of Novatae, various challenges and solutions within the high net worth insurance space. Topics range from overcoming the hard market, network...
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Season 1
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Episode 30
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29:06
Flood Risk and Insurance Solutions with Joe Rossi of Joe Flood Insurance
In this enlightening episode of the "Private Client Risk & Resilience" podcast, host Kurt Thoennessen, CEO of RiskRevu, is joined by Joe Rossi, the CEO of Joe Flood Insurance Brokerage. They delve into the intricate world of flood insurance...
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Season 1
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Episode 29
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27:01
UK Private Client Insurance Landscape and the Value of International Networking with Giles Greenfield, CEO of Markham Private Client
In the latest episode of "Private Client Risk & Resilience," Kurt Thoennessen, CAPI, a Personal Risk Advisor at Ericson Insurance Advisors and CEO of RiskRevu, sat down with Giles Greenfield, CEO of Markham Private Client, for an in-depth e...
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Season 1
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Episode 28
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39:31
Preparing for Wildfire Risk with Certified Wildfire Mitigation Specialist Mike Thayer
In this information-packed episode, host Kurt Thoennessen and certified wildfire mitigation specialist, Mike Thayer provides invaluable insights on wildfire risks and prevention strategies. As wildfires continue to rise in severity across the W...
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Episode 27
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48:44
Demystifying Trustee Liability Risk and Wealth Transfer Vehicles with Judy Pearson, CEO of Nomadx
In this episode of the Private Client Risk and Resilience podcast, your host Kurt Thoennessen welcomes Judy Pearson from Nomadx, a trusted name in the world of trustee liability insurance. Judy shares her expertise on trustee liability exposure...
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Season 1
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Episode 26
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45:19
Unraveling Social Inflation and the Hidden Forces Behind Nuclear Verdicts with Chris Schon, Partner at Tyson and Mendes, LLP.
In this episode of the Private Client Risk and Resilience podcast, host Kurt Thoennessen discusses social inflation, nuclear verdicts, and their impact on the private client space. He is joined by special guest Chris Schon, a partner at the law...
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Season 1
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Episode 25
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37:18
Mastering Family Governance: Navigating Wealth and Legacy with Susan Schoenfeld, CEO of Wealth Legacy Advisors
In this engaging podcast, Kurt Thoennessen, CAPI, the host of the Private Client Risk and Resilience Podcast, invites Susan Schoenfeld, CEO and founder of Wealth Legacy Advisors, to explore the intricate world of family governance and communica...
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Season 1
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Episode 24
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40:29
Planning and Executing High-end Home Renovations in the High-Net-Worth space with Zack Secilmis of Reis Contracting
Personal Risk Advisor at Ericson Insurance Advisors and CEO of RiskRevu, Kurt Thoennessen, CAPI and Director of Project Development, Zack Secilmis of Reis Contracting have an in-depth discussion about high-end home/apartment renovations in New ...
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Episode 23
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51:40
Create a Competitive Advantage Using Industry Data with Paul Buse of Real Insurance Solutions Consulting
Personal Risk Advisor at Ericson Insurance Advisors and CEO of RiskRevu, Kurt Thoennessen, CAPI and Paul Buse, CEO of Real Insurance Solutions Consulting have an in depth discussion about how to use standard insurance industry data to cre...
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Episode 22
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45:52
Property replacement costs are going up, up, up! Here's why with Skip Coan of e2Value
Personal Risk Advisor at Ericson Insurance Advisors and CEO of RiskRevu, Kurt Thoennessen, CAPI and SVP of e2Value, Skip Coan have an in depth discussion about the impacts on the replacement cost of property yesterday, today and tomorrow. From ...
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Episode 21
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58:49
The Realities of Wildfire and How Science Can Help with OP Almaraz and Tim Bauer of Allied Disaster Defense
Personal Risk Advisor and CEO of RiskRevu, Kurt Thoennessen, CAPI, OP Almaraz, CEO of Allied Disaster Defense, and Tim Bauer Senior Vice President of Allied Disaster Defense's Private Client Group have an informative conversation about th...
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Episode 20
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56:26
Are You Considered High Net Worth? Let's Find Out. with Nadeen Vella, CEO of NaVella Insurance
Personal Risk Advisor and CEO of RiskRevu, Kurt Thoennessen, CAPI, and Nadeen Vella, CIC, LIA, CRM of Navella Insurance connected a short time ago to discuss RiskRevu and enjoyed talking about insurance so much they decided to do a podcas...
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Episode 19
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31:57
Direct, Captive, or Independent Agent. How you buy insurance makes a BIG difference! with Nadeen Vella, CIC of NaVELLA Insurance
Personal Risk Advisor at Ericson Insurance Advisors and CEO of RiskRevu, Kurt Thoennessen, CAPI, and Nadeen Vella, CIC, LIA, CRM of Navella Insurance connected a short time ago to discuss RiskRevu for her scratch agency and enjoyed talkin...
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Episode 19
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31:55
The Art of Managing Valuable Articles in Normal Times and Through Crisis with Jennifer Garland Ross and Sharikay Sloboda of Art Peritus
Personal Risk Advisor and CEO of RiskRevu, Kurt Thoennessen, CAPI, and Jennifer Garland Ross, CEO of Art Peritus and Sharikay Sloboda, Director, People, Strategy & Business Development at Art Peritus sit down to discuss the role that projec...
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Episode 16
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56:16
Making Happy Customers in the Non-Admitted Market with Rick Lindsey of Prime Insurance Company
Personal Risk Advisor and CEO of RiskRevu, Kurt Thoennessen, CAPI, talks with CEO of Prime Insurance Company, Rick Lindsey about his thoughts and approaches to insuring hard to place risks. The conversation spans the role of the agent in balanc...
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Episode 15
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26:03
Big Challenges! Big Solutions! Excess and Surplus Lines Insurance in the Private Client Space with Kevin Madden of AMWINS
In this episode, Personal Insurance Advisor at Ericson Insurance and CEO of RiskRevu, Kurt Thoennessen, CAPI, talks with Kevin Madden of AMWINS about the critical role the Excess and Surplus Lines insurance market plays in our economy. Th...
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Episode 14
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57:14
The Changing Dynamics of the HNW Insurance Marketplace with Tim Hogan of Peryls.com
Tim Hogan is a 30 year veteran of the HNW insurance space. During this episode of the Private Client Risk & Resilience podcast, Tim brings his amazing perspectives from being a high net worth underwriter and consultant to our conversation. ...
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Episode 13
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1:02:01